from IPython.display import HTML
import pandas as pd
import datetime

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Product Management - Metrics & OKRs¶

Data retrieved on: 21-09-2019

This document details a process for the acquisition and analysis of data pertaining to Product Management Metrics and OKRs.

Table of Contents¶

Data¶

Source
Acquisition

Metrics¶

Milestone Investment
Product Management OKRs
CRT Breakdown

Data¶

Source¶

The Product Management Metrics & OKRs are derived from two sources of data- issue metadata and parent/child relationships between PM and Engineering JIRA issues. Figure 1.0 details the proposed metadata and relationships.

To support the veracity of the data acquired, it is requested that Product Engineering contribute to the mapping of Engineering issues to Product Management issues.

Acquisition¶

Raw changelog and issue metadata is retrieved using the Python JIRA API and transformed using Pandas. Figure 2.0 contains a sample from the PM JIRA project dataset.

Figure 1.0¶

Proposed Metadata and relationship between PM & Engineering JIRA issues.

Figure 2.0¶

Sample of data extracted from PM → Engineering JIRA issue relationships.

pd.set_option('display.max_columns', None)

sample = pd.read_csv('pm_changelog_clean.csv').drop(['Unnamed: 0', 'remove'], axis=1)
sample[100:105]

Metrics¶

Milestone Investment¶

The number of issues closed and hours spent towards each of the product investment categories (Product Backlog, CRT, Quality and Engineering) by release and milestone.

Nota Bene: Data Veracity¶

For each release, a subset of issues do not include metadata (as listed below) that corresponds to Product Backlog, CRT, Quality or Engineering categories. Accordingly, the percentages listed for categories in each release do not have a sum total of 100%.

Data Point	Data Source	Work Metric	Time Metric
Milestone	Label: `Milestone`, Date Range	N/A	N/A
Release	Field: `Fix_Version`, Date Range	N/A	N/A
Product Backlog	Children of issues linked to PM issue	Sum of Closed Issues in milestone label/date range.	Sum time deltas of status changes to doing, test, documentation, verified, closed.
CRT	Label: `Customer_Priority`, `Services_Priority` on PM issue	Sum of Closed Issues in milestone label/date range.	Sum time deltas of status changes to doing, test, documentation, verified, closed.
Quality	Issue Type: `Bug`	Sum of Closed Issues in milestone label/date range.	Sum time deltas of status changes to doing, test, documentation, verified, closed.
Engineering	Label: `DDB`, Delta between PM-linked issues and all Engineering issues	Sum of Closed Issues in milestone label/date range.	Sum time deltas of status changes to doing, test, documentation, verified, closed.

from scripts import metrics_okrs
import importlib
from pandas.api.types import is_string_dtype

importlib.reload(metrics_okrs)

metrics_okrs.milestone_investment('5.7.0')
metrics_okrs.milestone_investment('5.6.0')
metrics_okrs.milestone_investment('5.5.0')

Product Management OKRs¶

The number of issues closed, open issues remaining and time spent towards product objectives (Strategic Accounts, vJSX, Performance, Cloud JSX, RN Upgrade, Enablement and Platform) by release and milestone.

Data Point	Data Source	Work Metric	Time Metric
Milestone	Label: `Milestone`, Date Range	N/A	N/A
Release	Field: `Fix_Version`, Date Range	N/A	N/A
Product Backlog	Label: `Strategic_Accounts`, `vJSX`, `Performance`, `Cloud JSX`, `RN Upgrade`, `Enablement`, `Platform`	Sum of closed issues with Product Backlog label in milestone label/date range. Sum of total issues with Product Backlog label in milestone label/date range.	Sum time deltas of status changes to doing, test, documentation, verified, closed.

importlib.reload(metrics_okrs)
metrics_okrs.pm_okrs()

CRT Breakdown¶

Forthcoming

	pm_key	pm_id	related_key	related_id	related_type	updated_time	updated_status	fix_version	labels	Milestone1	Milestone2	Product_Performance
100	PM-114	85554	US-10155	85811	Story	2019-07-23T11:12:11.237-0400	Doing	[{'self': 'https://youilabs.atlassian.net/rest...	['Milestone2']	0.0	1.0	0.0
101	PM-114	85554	US-10155	85811	Story	2019-07-17T16:22:29.749-0400	To Do	[{'self': 'https://youilabs.atlassian.net/rest...	['Milestone2']	0.0	1.0	0.0
102	PM-109	80104	RN-2076	86631	Epic	2019-08-28T14:33:01.193-0400	Closed	[{'self': 'https://youilabs.atlassian.net/rest...	['Milestone1', 'Product_Performance']	1.0	0.0	1.0
103	PM-109	80104	RN-2076	86631	Epic	2019-07-29T09:37:01.146-0400	Doing	[{'self': 'https://youilabs.atlassian.net/rest...	['Milestone1', 'Product_Performance']	1.0	0.0	1.0
104	PM-109	80104	RN-2076	86631	Epic	2019-07-29T09:36:50.698-0400	To Do	[{'self': 'https://youilabs.atlassian.net/rest...	['Milestone1', 'Product_Performance']	1.0	0.0	1.0